financial adviser prospecting Archives

How To Get Clients Choosing You

by Tony Vidler You need to get clients choosing you over the other adviser or you’re dead in the water, right? Often you don’t even know that they were comparing advisers until it is too late and the choice has been made. That happens to all of us in our careers. Once that choice […]

Powerful marketing uses this word…

by Tony Vidler Powerful marketing uses powerful words, and there is no word more powerful in marketing professional advice than this one. It is: “Guarantee“ How can we tap into the power of providing a guarantee in professional services, especially in these increasingly litigious and compliance-focussed times? We can use it by […]

10 Top Tips for Trade Show Prospecting

by Tony Vidler Trade show prospecting will be making a comeback, and these large “expo’s” are potentially fabulous sources of qualified prospects if you are clear about who your target market is. They can be a highly effective element in the firms marketing plan. A trade show focussed on “Big Boys Toys” where […]

8 Seconds to Get – or Lose – Your Prospect. Maybe less.

by Tony Vidler You will get or lose your prospect – your potential future client – in just 8 seconds….well, actually it is a lot less than that. The clock is ticking…and a lot faster than you realise. In reality you have 3 seconds or less to get them to engage with you and […]

4 Ways To Create Attention-Grabbing Headlines

by Tony Vidler The headline does all the work of grabbing attention to begin with, and if you don’t grab attention then there is no chance of having a prospective client decide to engage with your marketing. The logic is pretty simple really. The buying journey for any consumer begins with someone getting […]

7 Warning Signs That The Prospect Is Wrong For You

by Tony Vidler No matter how hard you try to get it right, sometimes the prospect is wrong for you. You are wasting your time and would be best to just cut your losses and move on quickly. They are not a right fit for you, or you are not a right fit for […]

12 Prospect Barriers WE Must Address

by Tony Vidler There are many barriers which can prevent a prospect from engaging in the professional financial advice process, and those prospect barriers are our problem to address. WE have to try and eliminate or negate all of them. The first step in understanding how to negate them is of course […]

The Shortcut To Creating Trust

by Tony Vidler Simply creating trust with a prospective client is the initial hurdle to having them engage in the advice process. To be fair the required level of trust initially is relatively low – can they trust you not to waste their time…can they trust that you really know what you are doing….can […]

Make Your Testimonials Resonate With Prospects

by Tony Vidler Testimonials are great marketing, but they are losing their effectiveness a little if you still do them conventionally. All is not lost with testimonials however, as one small change CAN make them resonate with your target audience a little better. Consumers are not silly and they know we are never […]

How much TIME do super-successful advisers spend on marketing?

by Tony Vidler How much an adviser should spend on marketing is a perennial question with an expectation that there is a definitive $ or % answer. There isn’t. So the better question is how much time should an adviser spend on marketing. We know that time is money. We know that […]

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